Publications

April 2016 EM Portfolio Flows Tracker

We estimate that emerging markets received $26 billion of non-resident portfolio inflows in April, following a 21-month high of $37 billion in March.

China Spotlight: Onshore Bond Market - Where To From Here?

The Chinese bond market has grown quickly and is expected to deepen further and become increasingly diversified. The recent opening of the bond market

IIF Dispatch: Update from Peru

"¢ The second-round runoff is wide open. At this point, former finance minister Pedro Pablo Ku

IIF Dispatch: Update from Ukraine

Our recent trip to Ukraine coincided with the arrival of a new government. After four months of negotiations, the ruling coalition holds a very slim m

Basel's Evolution: A retrospective

The paper tracks the development of global capital standards from its beginnings in the 1980s with Basel I, through the crisis to the full implementat

Oil: Finding a New Price Range

The oversupply of oil is slowly declining, helping to support prices. Growth in OPEC supply is likely to slow once Iran reaches pre-sanctions output.

April 2016 IIF Capital Markets Monitor Chartbook: What Next for the Risk Rally?

Cross-asset :' Emerging markets outperformed mature markets during April, supported by higher oil and commodities prices. Many EM currencies added fur

MENA: Weathering Low Oil Prices

Growth in the MENA oil exporters has weakened because of oil price declines and fiscal consolidation efforts. GCC growth is expected to slow further t

Korea: Slow Growth, Slow Reforms

The ruling party has lost its majority in recent parliamentary elections. While we do not expect a derailment of ongoing reforms, the pace could slow.

Turkey: Muddling Through

Turkey's main near-term challenge is the deteriorated domestic security situation and intensified ge

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